?>
Logo

OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan NameOHIO WESLEYAN UNIVERSITY RETIREMENT PLAN
Plan identification number 003

OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

OHIO WESLEYAN UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:OHIO WESLEYAN UNIVERSITY
Employer identification number (EIN):314379585
NAIC Classification:611000

Additional information about OHIO WESLEYAN UNIVERSITY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1842-03-07
Company Identification Number: 395257
Legal Registered Office Address: -
-
-
United States of America (USA)
-

More information about OHIO WESLEYAN UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01MAURA DONAHUE2023-04-06
0032020-07-01MAURA DONAHUE2022-03-29
0032019-07-01MAURA DONAHUE2021-04-12
0032018-07-01JOHN LAHEY2020-05-09 JOHN LAHEY2020-05-09
0032018-07-01JOHN LAHEY2020-04-21 JOHN LAHEY2020-04-21
0032017-07-01LAURI J. STRIMKOVSKY2019-01-17 LAURI J STRIMKOVSKY2019-01-17
0032016-07-01LAURI J. STRIMKOVSKY2017-10-05 LAURI J STRIMKOVSKY2017-10-05
0032015-07-01LAURI J. STRIMKOVSKY LAURI J. STRIMKOVSKY2017-04-17
0032014-07-01DAN HITCHELL DAN HITCHELL2016-04-06
0032013-07-01JOHN KRULCIK
0032012-07-01DAN HITCHELL DAN HITCHELL2014-04-10
0032011-07-01DAN HITCHELL DAN HITCHELL2013-04-15
0032010-07-01ERIC S. ALGOE ERIC S. ALGOE2012-04-03
0032009-07-01ERIC S. ALGOE

Plan Statistics for OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-06-302,037,520
Acturial value of plan assets2022-06-302,037,520
Funding target for retired participants and beneficiaries receiving payment2022-06-301,131,805
Number of terminated vested participants2022-06-3038
Fundng target for terminated vested participants2022-06-30530,340
Active participant vested funding target2022-06-30131,759
Number of active participants2022-06-307
Total funding liabilities for active participants2022-06-30132,215
Total participant count2022-06-3080
Total funding target for all participants2022-06-301,794,360
Balance at beginning of prior year after applicable adjustments2022-06-304,322
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-304,322
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-3010,439
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3011,025
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-305,242
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-3013,755
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-06-301,870,951
Acturial value of plan assets2021-06-301,870,951
Funding target for retired participants and beneficiaries receiving payment2021-06-301,198,958
Number of terminated vested participants2021-06-3038
Fundng target for terminated vested participants2021-06-30562,028
Active participant vested funding target2021-06-30197,758
Number of active participants2021-06-3010
Total funding liabilities for active participants2021-06-30198,600
Total participant count2021-06-3084
Total funding target for all participants2021-06-301,959,586
Balance at beginning of prior year after applicable adjustments2021-06-3021,885
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-3017,697
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-304,188
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-304,322
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-3035,155
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3033,042
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3013,710
Net shortfall amortization installment of oustanding balance2021-06-3092,957
Total funding amount beforereflecting carryover/prefunding balances2021-06-3022,605
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-3022,605
Contributions allocatedtoward minimum required contributions for current year2021-06-3033,042
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-06-302,023,089
Acturial value of plan assets2020-06-302,023,089
Funding target for retired participants and beneficiaries receiving payment2020-06-301,258,106
Number of terminated vested participants2020-06-3039
Fundng target for terminated vested participants2020-06-30490,260
Active participant vested funding target2020-06-30293,663
Number of active participants2020-06-3013
Total funding liabilities for active participants2020-06-30293,663
Total participant count2020-06-3089
Total funding target for all participants2020-06-302,042,029
Balance at beginning of prior year after applicable adjustments2020-06-3078,635
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-3057,133
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-3021,502
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-3021,885
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-300
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3013,922
Net shortfall amortization installment of oustanding balance2020-06-3040,825
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-3017,697
Carryover balance elected to use to offset funding requirement2020-06-3017,697
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-06-302,102,645
Acturial value of plan assets2019-06-302,102,645
Funding target for retired participants and beneficiaries receiving payment2019-06-301,314,124
Number of terminated vested participants2019-06-3041
Fundng target for terminated vested participants2019-06-30531,133
Active participant vested funding target2019-06-30395,155
Number of active participants2019-06-3015
Total funding liabilities for active participants2019-06-30395,155
Total participant count2019-06-3094
Total funding target for all participants2019-06-302,240,412
Balance at beginning of prior year after applicable adjustments2019-06-30112,835
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-3039,591
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-3073,244
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-3078,635
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3014,802
Net shortfall amortization installment of oustanding balance2019-06-30216,402
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-3057,133
Carryover balance elected to use to offset funding requirement2019-06-3057,133
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-06-302,192,168
Acturial value of plan assets2018-06-302,192,168
Funding target for retired participants and beneficiaries receiving payment2018-06-301,220,004
Number of terminated vested participants2018-06-3044
Fundng target for terminated vested participants2018-06-30571,476
Active participant vested funding target2018-06-30417,173
Number of active participants2018-06-3018
Total funding liabilities for active participants2018-06-30417,173
Total participant count2018-06-3098
Total funding target for all participants2018-06-302,208,653
Balance at beginning of prior year after applicable adjustments2018-06-30148,430
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-3047,169
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-30101,261
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-30112,835
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3014,546
Net shortfall amortization installment of oustanding balance2018-06-30129,320
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-3039,591
Carryover balance elected to use to offset funding requirement2018-06-3039,591
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-06-302,122,762
Acturial value of plan assets2017-06-302,122,762
Funding target for retired participants and beneficiaries receiving payment2017-06-301,171,988
Number of terminated vested participants2017-06-3043
Fundng target for terminated vested participants2017-06-30520,990
Active participant vested funding target2017-06-30477,357
Number of active participants2017-06-3021
Total funding liabilities for active participants2017-06-30477,357
Total participant count2017-06-3099
Total funding target for all participants2017-06-302,170,335
Balance at beginning of prior year after applicable adjustments2017-06-30166,336
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-3016,513
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-30149,823
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-30148,430
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3014,785
Net shortfall amortization installment of oustanding balance2017-06-30196,003
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-3047,169
Carryover balance elected to use to offset funding requirement2017-06-3047,169
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2015: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01103
Total number of active participants reported on line 7a of the Form 55002015-07-0121
Number of retired or separated participants receiving benefits2015-07-0134
Number of other retired or separated participants entitled to future benefits2015-07-0143
Total of all active and inactive participants2015-07-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01108
Total number of active participants reported on line 7a of the Form 55002014-07-0122
Number of retired or separated participants receiving benefits2014-07-0135
Number of other retired or separated participants entitled to future benefits2014-07-0146
Total of all active and inactive participants2014-07-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01110
Total number of active participants reported on line 7a of the Form 55002013-07-0127
Number of retired or separated participants receiving benefits2013-07-0133
Number of other retired or separated participants entitled to future benefits2013-07-0147
Total of all active and inactive participants2013-07-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01113
Total number of active participants reported on line 7a of the Form 55002012-07-0127
Number of retired or separated participants receiving benefits2012-07-0133
Number of other retired or separated participants entitled to future benefits2012-07-0150
Total of all active and inactive participants2012-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01124
Total number of active participants reported on line 7a of the Form 55002011-07-0129
Number of retired or separated participants receiving benefits2011-07-0130
Number of other retired or separated participants entitled to future benefits2011-07-0154
Total of all active and inactive participants2011-07-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01136
Total number of active participants reported on line 7a of the Form 55002010-07-0148
Number of retired or separated participants receiving benefits2010-07-0124
Number of other retired or separated participants entitled to future benefits2010-07-0152
Total of all active and inactive participants2010-07-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01138
Total number of active participants reported on line 7a of the Form 55002009-07-0162
Number of retired or separated participants receiving benefits2009-07-0118
Number of other retired or separated participants entitled to future benefits2009-07-0156
Total of all active and inactive participants2009-07-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN

Measure Date Value
2016 : OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total transfer of assets from this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$924
Total income from all sources (including contributions)2016-06-30$-20,535
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$217,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$202,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$2,123,686
Value of total assets at beginning of year2016-06-30$2,361,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$14,785
Total interest from all sources2016-06-30$55
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$103,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$103,842
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$2,396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$3,506
Other income not declared elsewhere2016-06-30$-2,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-237,570
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,122,762
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,360,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$14,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,103,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,300,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$18,183
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$57,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$57,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-122,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$202,250
Liabilities. Value of benefit claims payable at end of year2016-06-30$924
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$924
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MALONEY & NOVOTONY, LLC
Accountancy firm EIN2016-06-30340677006
2015 : OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total transfer of assets from this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$924
Total income from all sources (including contributions)2015-06-30$43,174
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$317,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$300,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$2,361,256
Value of total assets at beginning of year2015-06-30$2,635,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$16,513
Total interest from all sources2015-06-30$24
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$135,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$135,408
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$3,506
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$2,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-273,863
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,360,332
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,634,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$16,513
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,300,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,610,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$57,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$22,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$22,255
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-92,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$300,524
Liabilities. Value of benefit claims payable at end of year2015-06-30$924
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$924
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MALONEY & NOVOTONY, LLC
Accountancy firm EIN2015-06-30340677006
2014 : OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total transfer of assets from this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$800
Total income from all sources (including contributions)2014-06-30$347,430
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$182,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$165,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$2,635,119
Value of total assets at beginning of year2014-06-30$2,470,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$17,068
Total interest from all sources2014-06-30$14
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$87,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$87,282
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$2,463
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$2,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$164,745
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,634,195
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,469,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$17,068
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,610,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,442,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$22,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$25,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$25,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$260,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$165,617
Liabilities. Value of benefit claims payable at end of year2014-06-30$924
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$800
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MALONEY & NOVOTONY, LLC
Accountancy firm EIN2014-06-30340677006
2013 : OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$800
Total income from all sources (including contributions)2013-06-30$245,116
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$142,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$127,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$0
Value of total assets at end of year2013-06-30$2,470,250
Value of total assets at beginning of year2013-06-30$2,367,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$14,776
Total interest from all sources2013-06-30$249
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$72,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$72,287
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$2,174
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$102,437
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,469,450
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,367,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$14,776
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,442,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,317,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$25,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$49,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$49,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$172,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$127,903
Liabilities. Value of benefit claims payable at end of year2013-06-30$800
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$800
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MALONEY & NOVOTONY, LLC
Accountancy firm EIN2013-06-30340677006
2012 : OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$646
Total income from all sources (including contributions)2012-06-30$70,462
Total loss/gain on sale of assets2012-06-30$-6,216
Total of all expenses incurred2012-06-30$332,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$318,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$0
Value of total assets at end of year2012-06-30$2,367,813
Value of total assets at beginning of year2012-06-30$2,629,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$14,639
Total interest from all sources2012-06-30$2
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$73,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$73,388
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$2,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-262,260
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,367,013
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,629,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$14,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,317,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,620,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$49,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$7,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$7,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$3,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$318,083
Liabilities. Value of benefit claims payable at end of year2012-06-30$800
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$646
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$5,382,825
Aggregate carrying amount (costs) on sale of assets2012-06-30$5,389,041
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MALONEY & NOVOTNY, LLC
Accountancy firm EIN2012-06-30340677006
2011 : OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$646
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$490,031
Total loss/gain on sale of assets2011-06-30$68,924
Total of all expenses incurred2011-06-30$558,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$544,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$0
Value of total assets at end of year2011-06-30$2,629,919
Value of total assets at beginning of year2011-06-30$2,698,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$14,403
Total interest from all sources2011-06-30$2
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$69,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$69,721
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$2,011
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$2,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-68,782
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,629,273
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,698,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$14,403
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,620,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,677,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$7,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$18,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$18,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$351,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$544,410
Liabilities. Value of benefit claims payable at end of year2011-06-30$646
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$1,045,203
Aggregate carrying amount (costs) on sale of assets2011-06-30$976,279
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MALONEY & NOVOTNY, LLC
Accountancy firm EIN2011-06-30340677006
2010 : OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN

2015: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3